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Optimizing Operational Efficiency: SIFMA OPS 2017, May 8-11, Boca Raton, Florida

Digital transformation: The New Reality Operational efficiency is about increasing revenues, lowering costs, and delighting customers. Doing this consistently, according to the experts at McKinsey, requires periodically reinventing your operating model. Fortunately, digital transformation empowers you to do just that. No surprise then, SIFMA Operations Conference and Exhibition 2017, Transforming the Industry into the New Reality, features a comprehensive agenda ... Read More

A Customer-First Approach to Digital Transformation

Pundits warn that the financial services industry is ripe for disruption. The challenge comes in bridging the gap in service delivery and customer expectations. Here’s the math, according to the IBM Institute for Business Value: 62 percent of bank executives believe they deliver excellent customer service. But only 35 percent of customers agree. 45 percent of bank executives believe they provide personalized service. ... Read More

Financial Services, Digital Transformation at Appian World 2017

We live in an era where change is the only constant, which means constant opportunity, but only if you are fast enough to grab it. We at Appian are excited about the upcoming Appian World 2017 at the Hyatt Regency hotel in San Francisco from April 3-5.  It offers an incredible opportunity to join your ... Read More

The Magic in Customer Experience

Do you believe in magic? I do.   I’ve seen a caterpillar magically transform into a butterfly… David Copperfield walk through the Great Wall of China… Even beer flow from an iPad at Oktoberfest! These magical events rely on a combination of natural behavior, hard work, and innovative technology. Guess what? So does delivering great ... Read More

Digital Technology Holds Promise for Capital Markets and Investment Banking (CMIB)

McKinsey’s viewpoint on Capital Markets and Investment Banking (CMIB) finds that the industry’s restructuring from a decade ago has failed to deliver positive results. The CMIB industry remains under pressure and faces weak profits, high costs, and strategic uncertainty.  McKinsey concludes that more fundamental change is required to produce favorable business impact, since the traditional ... Read More

Gartner MQ for iBPMS in Financial Services

Read the blog to find out why Appian is rated a leader in Gartner MQ for iBPMS – and its implications for Financial Services. When I joined Appian as the leader of the financial services practice, I believed that the Appian application platform could proactively help clients to better address regulations, dramatically improve customer on-boarding, and ... Read More

The Impact of Dynamic Case Management on The Customer Experience

When knowledge workers have greater insight and are better equipped to address ad hoc work, the result is a better customer experience.   This simple but powerful key finding emerged from the recent survey conducted by Forrester Research across 130 business and technology leaders.   Yet, while organizations seek to provide their knowledge workers with ... Read More

Digitization Brings A New Way to Bank

Bankers are rethinking how they provide services to their customers. Digitization is ‘in,’ helping to create a new way to bank, and brick and mortar branches are under siege. Could this mean the demise of traditional branches and tellers?  Might we see relationship managers disappear, morphed to avatars, smart robots and, RPA-assisted business processes? Is ... Read More

Omni-Channel Strategies Require Collaboration

Want to learn more about successful omni-channel strategies?  Read on for a personal story that got me thinking about omni-channel. The phone rang in the middle of the night. It was my daughter, who was completing a semester abroad in London. “Ma, I’m short on cash, and I need extra this month…you know I’m booking ... Read More